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Kaitlin Brennan explores how the oppression remedy addresses unfair treatment in closely held or family-run businesses, especially when formal agreements are lacking. She reviews key legal tests, legislative frameworks, and recent appellate cases where courts inferred reasonable expectations from conduct and relationships. The presentation highlights how flexible remedies, including share buyouts, help resolve disputes where minority stakeholders are disadvantaged.
Early-Stage Succession and Incapacity Planning for Your Client’s Small Business
Charlotte McCurdy outlines how to assist clients with early succession and incapacity planning for privately held businesses. She emphasizes the importance of clarifying ownership, reviewing corporate structures, and preparing essential documents like wills, shareholder agreements, and powers of attorney. The session encourages involving a full advisory team and ensuring alignment between planning goals and legal mechanisms.
Kaitlin Brennan joined Tierney Stauffer LLP as a summer student in 2017. She returned for a second summer term in 2018 and completed her articles in 2020, where she gained considerable exposure to all areas of civil litigation. After her call to the Bar in 2020, Kaitlin rejoined the firm as an Associate in the civil litigation group. Kaitlin’s practice is focused primarily in the areas of commercial litigation, construction litigation, insurance litigation and personal injury. Kaitlin works in our Ottawa office but also travels to our locations in Cornwall and Kingston as needed to meet with clients on personal injury and construction matters. Kaitlin has considerable experience appearing in the Ontario Superior Court, the Ontario Divisional Court, and several administrative tribunals, including the Ontario Landlord and Tenant Board, the Social Benefits Tribunal, the Social Security Tribunal, the Ontario Labour Relations Board, and the Human Rights Tribunal of Ontario.
Charlotte McCurdy is a lawyer and Practice Lead – Wills, Estates, Trusts & Elder Law at the Ottawa firm of Tierney Stauffer LLP. She has been practising wills, estates, trusts and elder law, as well as corporate/commercial law for almost 33 years. Charlotte was called to the Manitoba Bar in 1992 and was partner at a major Winnipeg law firm until 2021, when she relocated to Ottawa and received her Ontario Call. Charlotte has her TEP designation and is a member of STEP Canada. She is a member of the executive of the CBA Wills, Estates & Trusts Section, and Co-Chair of the MBA’s Wills, Estates & Trusts Section. Charlotte has a dual jurisdiction practice and advises clients in both Ontario and Manitoba.
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